How to Get an Oaktree Servicing Refund

• Account Information: Have your account number and registered email address ready for verification.
• Transaction ID: Locate the specific transaction ID for the payment you are requesting a refund for.
• Refund Reason: Prepare a clear explanation of the reason for your refund request, such as service dissatisfaction or billing errors.
• Proof of Payment: Gather receipts or bank statements that confirm the payment was processed.
• Service Agreement: Refer to any service agreements or terms of service that relate to your refund request.
• Communication Record: Compile any emails or communication with Oaktree Servicing regarding the issue leading to your refund request.
• Identification Verification: Be ready to provide a copy of your government-issued ID if required for identity verification.
• Submission Format: Verify if Oaktree Servicing requires requests to be submitted via a specific channel, like their online portal or email.
• Timeline Reference: Note any relevant timelines for when the service was rendered or when you initially reported the issue.

*Working days are Monday to Friday, and don't include public holidays.

At Oaktree Servicing, we prioritize customer experience and clarity regarding your rights and eligibility for refunds. As a provider of loan servicing and related financial solutions, our policies are designed to address specific scenarios that may arise during your engagement with our services. Understanding these scenarios can help clarify your eligibility for potential refunds.

Here are some specific situations that may qualify you for a refund:

• Overpayments: If you have accidentally made a payment exceeding the amount owed on your account, you may be eligible for a refund of the excess amount.
• Payment Processing Errors: In the event of a payment that has not been correctly applied to your balance due to processing issues, a review may initiate a refund for the erroneous charge.
• Loan Consolidation Changes: If you opted for a loan consolidation that did not materialize as agreed, you might qualify for a refund of any fees associated with the unsuccessful consolidation.
• Account Closure Fees: Should your account be closed due to specific qualifying circumstances outlined in your agreement, certain associated fees may be eligible for a refund.
• Invoicing Adjustments: If there are adjustments that need to be made to your invoicing based on your service agreement, this may lead to an eligibility for a refund based on the corrected invoice.

It is advisable to review your account details and service agreements to understand your specific circumstances better. If you believe that you may fall into one of these categories, please reach out to us for further assistance and clarification regarding your eligibility for a refund.

At Oaktree Servicing, customers often interact with their subscription plans and account management. Here are some realistic scenarios where users successfully claimed refunds:

• Plan Change Confusion: A user intended to downgrade their subscription plan but accidentally clicked on the wrong tier. Realizing the mistake, they contacted Oaktree Servicing's support, who promptly assisted in correcting the plan and refunded the difference within a few days.
• Unintended Double Billing: A user was billed for two consecutive months due to a system update that caused an overlap in billing cycles. After reaching out to customer service for clarification, they were able to confirm the error and received a refund for the second charge.
• Service Interruption: A customer experienced a temporary service disruption due to scheduled maintenance that extended beyond the communicated time. Upon notifying Oaktree Servicing, they were offered a partial refund for the inconvenience, which was processed timely.
• Account Overcharge: A new subscriber noticed an unexpected charge on their first statement. After submitting a query through the help center, it was determined that a promotional discount had not been applied correctly, prompting Oaktree Servicing to issue a refund for the overcharge quickly.

Tracking your refund status with Oaktree Servicing is straightforward and efficient with the following methods:

• Account Dashboard: Log into your Oaktree Servicing account and navigate to the Order History section. Here you can find detailed information about your recent transactions, including any refunds in progress.
• Email Notifications: Keep an eye on your inbox for email updates from Oaktree Servicing. They send out notifications at various stages of the refund process, so ensure you check for subject lines that include "Refund Status Update" for the latest information.
• In-App Notifications: If you utilize the Oaktree Servicing mobile app, enable notifications to receive instant updates regarding your refund status. These notifications will provide you with real-time updates directly on your device.
• Billing Section: Within your account settings, navigate to the Billing section. This area provides insights into any refunds issued and their expected completion dates.
• Refund Progress Tracker: Oaktree Servicing features a specialized Refund Progress Tracker. This tool allows you to view the status of your refund—from initiation to completion—along with detailed timestamps for each stage.